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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $4,792 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,826 | $43,999-82.2% | $79,467-90.2% | $55,725-86.0% |
| Participation rate | 97.1% | 66.9%+30.2pp | 73.3%+23.8pp | 70.9%+26.3pp |
| Annual return | -3.44% | 1.81%-5.3pp | 718.30%-721.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $888 | $1,830-51.5% | $2,800-68.3% | $2,078-57.3% |
| Participant deferral / active EE | $628 | $2,538-75.3% | $3,704-83.0% | $3,356-81.3% |
| Admin fee / account holder | $11 | $118-90.9% | $5,104-99.8% | $115-90.8% |